Victoria's Secret +9%, Lifts FY24 Guidance After Strong Q3
Victoria's Secret +9%, Lifts FY24 Guidance After Strong Q3
Adjusted operating loss stood at $28 million vs. loss of $60 million a year ago quarter.$Victoria's Secret (VSCO.US)$ shares were trading more than 9% higher intraday Friday after the company reported third-quarter results yesterday.
$维多利亚的秘密 (VSCO.US)$ 股票在周五盘中交易上涨超过9％，因公司昨日公布了第三季度业绩。
Revenue rose 7% year over year (Y/Y) to $1.347 billion, beating the consensus of $1.294 billion. Total comparable sales for the quarter increased 3% Y/Y.
营业收入同比增长7%至13.47亿，超出市场一致预期的12.94亿。该季度的可比销售总额同比增长3%。
Sales was led by mid-single digit growth in North America and 20+% growth from the International business.
销售主要受北美中个位数增长和国际业务20%以上增长的推动。
Adjusted operating loss stood at $28 million vs. loss of $60 million a year ago quarter.
调整后的营业亏损为2800万，去年同期亏损6000万。
Adjusted EPS loss of $(0.50) beat the consensus of $(0.63), vs. guidance for adjusted EPS loss of $(0.60) – $(0.80).
调整后的每股收益亏损为$(0.50)，高于市场一致预期的$(0.63)，而指引的调整后每股收益亏损为$(0.60) – $(0.80)。
"Our strength for the quarter was broad-based across all regions, all channels, all major merchandise categories and importantly all brands — Victoria's Secret, PINK and Adore Me — were up to last year," CEO Hillary Super said.
CEO Hillary Super表示："我们在本季度的优势是广泛分布在所有板块、所有渠道、所有主要商品类别上，重要的是所有品牌——Victoria's Secret、PINk和Adore Me——都比去年有所提升。"
"We won the major moments during the quarter, starting with PINK back to campus in August, followed by our VSX sport launch in September and finishing the quarter with the return of the VS Fashion Show in October."
Super指出，公司在销售和严谨的库存管理方面的优势转化为强劲的利润率，与去年相同，"我们的团队在控制我们业务中的成本方面继续毫不松懈。"
Super noted the company's strength in sales and disciplined inventory management translated to strong margins which were up to last year, "and our teams continue to be relentless on controlling costs in our business."
她提到，"我们在本季度抓住了重要时刻，从8月的PINk返校开始，到9月VSX运动系列的发布，再到10月VS时装秀的回归。"
"We are excited to see our momentum from the third quarter continue through Black Friday and Cyber Monday. Our merchandise offering and giftable product assortments are resonating with the customer and driving traffic both in stores and online. The strong product acceptance supported by our best-in-mall store experience and dozens of digital enhancements are driving solid conversion and basket size," Super added.
"我们很高兴看到我们在第三季度的势头继续延续至黑色星期五和网络星期一。我们的商品提供和可赠送产品组合正在与顾客产生共鸣，并且吸引了门店和在线的流量。强大的产品接受度，加上我们最佳的购物中心店内体验和数十项数字增强措施，正在推动稳定的转化率和购物篮大小，" Super补充道。
For the fourth quarter, Victoria's Secret expects net sales growth of 2%-4% and adjusted EPS of $2.00-$2.30 vs. estimate of $2.10.
对于第四季度，维多利亚的秘密预计净销售增长为2%-4%，调整后每股收益为$2.00-$2.30，而预估为$2.10。
Victoria's Secret revised its FY24 projections, increasing net sales growth to 1%-2% (from a decline of 1% prior) and raised its operating income forecast to $315 million-$345 million (from $275 million-$300 million earlier).
维多利亚的秘密修订了其2024财年的预测，将净销售增长提高至1%-2%（之前为下降1%），并将运营收入预测提高至$31500万-$34500万（之前为$27500万-$30000万）。
Investors can gain exposure to the stock via Tremblant Global ETF (NYSE:TOGA) and SPDR S&P Retail ETF (NYSE:XRT).
投资者可以通过Tremblant全球etf（纽交所：TOGA）和SPDR S&P零售etf（纽交所：XRT）获得该股票的投资敞口。
